Permission Set Query

Introduction

Feature Overview

Permission Set Query can help you to manage all permission sets in the system. You can query permission sets based on members, departments, roles, and apps, and can directly adjust members and permissions on the query page.

Scenario

For example, in a company with a complicated hierarchy and various business activities, members, departments, and roles have multiple form/dashboard permissions, and you need to manage them all in one place. To make it happen, use Permission Set Query where you can query, manage, and edit member permissions.

Preview

Take querying Jane's form/dashboard permissions and adjusting the members and permissions in Permission as an example.

Setting Procedure

Go to Management > Permission Center and click Permission Set Query to go to the Permission Set Query page.

Setting Query Scope

You can query permission sets based on:

Members: query all the permission sets a member is in based on the member's name.
Dept.: query a department's permission sets based on the department’s name.
Roles: query all the permission sets a role is in based on the department’s name.
App:

query an app's permission sets based on the app’s name.
query all of a form’s or a dashboard's permission sets based on the form’s or the dashboard’s name.

Note:

1. When you are querying based on member names, the query results do not include the permission sets to which the member's department/role belongs.

2. When you query data based on the department name, the query results do not include the permission sets of the department's superior and subordinate departments.

Checking Other Permission Sources

On the Permission Set Query page, click(Check other permission sources) next to a member/department to view other permission sources for the member/department.

Editing Member

After finishing the query, expand the app list on the query page and click Edit Member below a form/dashboard to add or delete members who have permissions for the form/dashboard.

Editing Permission

In addition to editing members, expand the app list on the query page and click Edit Permission below a form/dashboard to modify the following information corresponding to the form/dashboard:

Name: set the permission set's name and description.
Actions: perform operations on workflows and data.
Fields: view and edit permissions for fields within the form.
Data: add filters to set which data can be managed.

Note:

When you are editing permissions, only the permissions of regular forms can be edited, and the permissions of workflow forms cannot be edited. If you want to modify the permissions of the workflow form, go to Workflow > Node Properties > Field Permissions to adjust them.

Note(s)

On the Permission Set Query page, if you edit form/dashboard permissions through Edit Member and Edit Permission, the settings for permission sets in Publish > To Members will be synchronized.